Sometimes the Best Investment's are the Ones you Don't Make.
Retirement is a time we all look forward to - a time when we can do many of the things we have only dreamt about during our working life.
Plan in advance, naming the people or organizations you want to receive the things you own after you die.
Investors in venture capital funds are typically very large institutions such as pension funds, financial firms and insurance companies.
Refers to the handling of financial assets and other investments—not only buying and selling them.
Eten Group buy and sell securities for accounts they manage for a group or institution.
Eten Group can prepare written description of your business's future, a document that tells what you plan to do and how you plan to do it.
There are thousands of financial institutions out there, so the fact that you've stopped by says a lot.
At Eten Group, we offer personalized wealth management for families and individuals, with financial solutions to help you protect and preserve what you've worked so hard to earn. Whether you're a mid-career professional, entrepreneur, doctor, retiree or anyone in between, you deserve an experienced team you can trust to guide you along your financial path.
Take some time to browse our site to learn more about us, and feel free to
contact us anytime for a free consultation.
Financial Life Planning Is About Doing What We Can Now
To Prepare For Anything Tomorrow May Bring
Developing a plan for whatever stage of life you’re experiencing now is an important and necessary part of defining and reaching toward your future goals. Our advisors take all the time needed to understand your personal values, needs today and desires for the future.
Based on these conversations, we’re able to offer objective, tailored advice design for you - and only you. We’ll help you understand the realities of your current financial standings and what realistic next steps we need to take together to best prepare you for tomorrow.
Our Philosophy & Approach
The core of our philosophy and approach is based on our guiding principles of Working Hard, Integrity, Trust and Education in order to best serve the needs of our clients. Every client’s personal financial planning needs are unique whether they are about to retire, fresh out of university and starting their first job, in the middle of a demanding career, raising a family, starting a business, approaching a job change or pursuing their personal passions.
We believe that all clients deserve the best service we can provide. Our Approach follows a clear process of Discover, Examine, Select, Implement and Monitor and Measure which is governed by our client’s bill of rights. We don’t refuse any clients based solely on the potential size of the assets under our management. We do however only work with clients where we feel our service and expertise can meet their needs and we encourage and assist all clients to stay current with their tax reporting requirements.
We will refer our clients or prospective clients to other specialists, for example tax advisers, accountants, attorneys, insurance agents etc. where their expertise may be required to best meet our clients’ needs. We never receive payments for referrals in order that our advice and referrals remain objective.
Our Financial Solutions are Custom-Tailored...to You.
At Eten Group we help you develop a customized financial plan. We'll walk you through a 3-step process that will help to make you feel confident in your decisions.
Once your goals have been established, we'll then customize appropriate strategies to suit your vision and objectives. We're dedicated to helping you execute a sound financial program by combining unique and time-tested investment strategies with world class products and services